Kari Jakobe
CPC, QPA, QKA
Principal and DC Administration Practice Leader
Minneapolis, MN, US
Kari Jakobe is a principal and DC Administration Practice leader for the Defined Contribution Services team in the Milliman Employee Benefits Administration Practice. She joined the firm in 2005. Kari coordinates the delivery of all aspects of defined contribution administration and plan compliance for plan sponsor clients and is responsible for coaching and mentoring team members.
Experience
Kari has worked in the defined contribution field since 2000. Her experience includes all facets of administration, from consulting to processing. Kari’s expertise includes project management, developing workflows, and team management.
Kari participates on several Milliman committees and subcommittees, overseeing the development of Milliman’s recordkeeping and ancillary systems.
Professional Designations
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries
- Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries
- Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries
- Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service
Education
- BA, Spanish, University of Minnesota
Affiliations
- Member, American Society of Pension Professionals and Actuaries
Publications